Filed December 12, 2018 (most recent of 2 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,092 | $72,404-33.6% | $110,238-56.4% | $64,186-25.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -2.02% | -6.29%+4.3pp | 314.74%-316.8pp | 7.63%-9.7pp |
| Employer contribution / active EE | $2,913 | $2,282+27.7% | $3,826-23.9% | $2,381+22.4% |
| Participant deferral / active EE | $6,649 | $3,469+91.7% | $4,672+42.3% | $3,470+91.6% |
| Admin fee / account holder | $2,763 | $5,664-51.2% | $8,547-67.7% | $4,888-43.5% |